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Zorlu Enerji Elektrik Üretim A.S., (ZOREN) Fair Value & Analysis

Utilities · TR · Market cap 11.6B TRY

ZE Zorlu Enerji Elektrik Üretim A.S., ZOREN · IS
Price2.33 TRY
Fair Value2.33 TRY
Upside+0.0%
Quality17/100
Expensive Growth
Loss-making · -39.3% net margin
Moderate debt · negative free cash flow
Trails peers (3/10)
Narrow moat 3/100
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Evidence: Medium Range 2.33 TRY – 5.48 TRY Share as image

Fair value as of: Aug 2, 2026

From 8 valuation models · updated today

Share price −15.0% over the past month.

Below-average quality, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (2.33 TRY to 5.48 TRY) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

7.01 TRY 0.8719 TRY Fair Value 2.33 TRY Apr 2021 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 2, 2026.

How to read this chart

60‑month range 0.8719 TRY – 7.01 TRY · fair‑value band 2.33 TRY – 5.48 TRY · the 2.33 TRY price screens below the 2.33 TRY fair value. Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

Zorlu Enerji Elektrik Üretim A.S., (ZOREN) currently trades at 2.33 TRY, while our model-based Fair Value estimate is 2.33 TRY, implying the stock looks roughly 0.0% fairly valued today. We read business quality at 17/100 (below-average quality), in the Utilities sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, Zorlu Enerji Elektrik Üretim A.S., generated revenue of 34.1B TRY at a net margin of -39.3%. Revenue declined 25.9% year over year. It earns a return on equity of -21.7%. Net debt stands at 51.4B TRY. Fundamentals as of Aug 2, 2026

Our scenario range runs from 2.33 TRY (bear case) to 5.48 TRY (bull case); at 2.33 TRY, the current price sits within that range. The share trades about 47% below its 52-week high and 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Utilities peers we cover trades at -30% fair-value upside, at 0%, ZOREN screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Gordon GGM 0.0028 TRY 0.0028 TRY 0.0056 TRY 70
DDM Multi-Stage 0.0028 TRY 0.0028 TRY 0.0028 TRY 61
EV/EBITDA 1.19 TRY 2.33 TRY 3.47 TRY 54
All 4 models by family
Dividend Discount
Gordon GGM 0.0028 TRY 0.0028 TRY 0.0056 TRY 70
DDM Multi-Stage 0.0028 TRY 0.0028 TRY 0.0028 TRY 61
Multiples
EV/EBITDA 1.19 TRY 2.33 TRY 3.47 TRY 54
Asset-Based
NCAV (Graham) 1.60 TRY 2.15 TRY 3.20 TRY 50

Widest divergence: Multiples (2.33 TRY) versus Dividend Discount (0.0028 TRY). Highest evidence: Gordon GGM (70).

Key figures & financial health

Revenue (TTM) 34.1B TRY
Revenue growth (YoY) -25.9%
Net margin -39.3%
Return on equity -21.7%
Free cash flow −650M TRY FY2025
Operating margin -11.2%
More key figures
EPS (TTM) -2.68 TRY
EPS growth (YoY) -57.2%
Net debt 51.4B TRY FY2025

Figures from reported company fundamentals · as of Aug 2, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 17/100

Of which business quality 19 · Market factors (momentum, volatility) 26

Profitability 3
Margins and returns on capital today
Quality Growth 7
Are margins and returns improving?
Cashflow 11
Earnings quality: real cash, not paper profit
Fin. Strength 25
Balance sheet, leverage, solvency risk
Investment 30
Disciplined investing over empire-building
Low Volatility 73
Calm price path (market factor)
Momentum 11
Price trend over the last 3–12 months (market factor)
52W Momentum 1
Distance to the 52-week high (market factor)
Net Issuance 47
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Zorlu Enerji Elektrik Üretim A.S., together with its subsidiaries, engages in the trading, distribution, retailing, and sales of electricity in Turkey and internationally.

Full company description

Zorlu Enerji Elektrik Üretim A.S., together with its subsidiaries, engages in the trading, distribution, retailing, and sales of electricity in Turkey and internationally. It is also involved in wholesale purchase of electrical energy and capacity and sales activities; engineering and consultancy activities for energy projects; operation and maintenance activities for energy projects and other; maintenance, repair, installation, and sale of charging stations; rental, leasing and other services of motorized light land vehicles and cars without adrives; aggregation, balancing service and other services; solar panel production and inverter sales; carbon selling; and panel production. Zorlu Enerji Elektrik Üretim A.S. was founded in 1993 and is based in Istanbul, Turkey.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Zorlu Enerji Elektrik Üretim A.S., reported revenue of 36.2B TRL in FY2025 versus 11.6B TRL in FY2021, a compound +32.8%/yr. Reported net income was −14.7B TRL in FY2025.

Growth Quality 38/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
36.2B TRY
Latest YoY
−6.8%
Avg. growth/yr (3Y)
+6.4%
Avg. growth/yr (5Y)
+33.4%
Avg. growth/yr (22Y)
−31.9%
Revenue +32.8%/yr
FY21 11.6B TRL
FY22 30.1B TRL
FY23 27.3B TRL
FY24 38.8B TRL
FY25 36.2B TRL
Net income
FY21 −86.4M TRL
FY22 111M TRL
FY23 10.9B TRL
FY24 −3.1B TRL
FY25 −14.7B TRL

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Cite: Fair Value Calculator (2026). "Zorlu Enerji Elektrik Üretim A.S., Fair Value". https://www.fairvalue-calculator.com/stock/ZOREN

Peer Group

Utilities - Renewable · 217 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 17 · Bottom 25%
Fair Value upside +0% · Above median
Return on assets -0% · Below median
Net margin (TTM) -39% · Bottom 25%
Operating margin (TTM) -11% · Bottom 25%
Revenue growth -26% · Bottom 25%
Debt / equity 0.78× · Higher than median

Valuation Multiples vs Utilities - Renewable median · lower = cheaper

EV/EBITDA 8.2× · Cheaper than median
PEG 0.30× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 33 / 9
FUTURE 0 / 0
PAST 0 / 11
HEALTH 61 / 67
DIVIDEND 0 / 52

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Utilities - Renewable stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).

Stock Price Fair Value vs Fair Value
China Yangtze Power Co 600900 ¥27.99 ¥25.13 -10%
Ørsted A/S ORSTED kr 149.70 kr 31.40 -79%
Huaneng Lancang River Hydropower Inc 600025 ¥9.81 ¥5.57 -43%
Adani Green Energy Limited ADANIGREEN ₹1,537 ₹170.50 -89%
AXIA Energia SA AXIAP $10.74 $9.65 -10%
VERBUND AG OEWA €58.65 €66.19 +13%
BEP BEP $32.33 $73.35 +127%
BEPUN BEPUN C$44.56 C$10.15 -77%
Fortum Oyj FORTUM €19.89 €13.90 -30%
China Longyuan Power Group 001289 ¥16.21 ¥8.23 -49%

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Frequently asked questions

Is Zorlu Enerji Elektrik Üretim A.S., (ZOREN) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of 2.33 TRY versus a price of 2.33 TRY, about +0% (fairly valued).
What is the fair value of ZOREN?
Our model-based fair value for Zorlu Enerji Elektrik Üretim A.S., is 2.33 TRY (as of Aug 2, 2026), built from audited fundamentals. The current price is 2.33 TRY.
What is the quality score of ZOREN?
Zorlu Enerji Elektrik Üretim A.S., has a Quality Score of 17/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Zorlu Enerji Elektrik Üretim A.S., (ZOREN)?
Zorlu Enerji Elektrik Üretim A.S., reported trailing-twelve-month revenue of about 34.1B TRY (latest available figure, as of Aug 2, 2026).
What is the net profit margin of ZOREN?
The net profit margin of Zorlu Enerji Elektrik Üretim A.S., is about -39.3%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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